Martin Swiecki is a CFP® professional with 21 years of experience in the financial services industry. He is currently affiliated with Stratos Wealth Partners, Ltd and LPL Financial, having previously worked for CIG Asset Management and its related entities for 16 years. Swiecki is also licensed as a non-variable insurance agent, selling fixed insurance products including life, disability, long-term care, and annuities. Stratos Wealth Partners provides advisory services to individual investors, trusts, charities, corporations, retirement plans, and institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm employs an open-architecture platform supporting both advisor-managed and model-based portfolios and emphasizes active asset allocation across multiple custodians.

Neil Shaw is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI. He holds the Series 66 designation and has one year of industry experience. Prior to joining Hantz Financial Services, Shaw worked in various roles including positions in construction and education. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies and offers a range of wealth management, retirement-plan advisory, and fiduciary services, supported by a parent company structure that includes a trust bank and affiliated tax, consulting, insurance, and mortgage businesses.

Robert Miller III is a financial advisor with Hantz Financial Services, Inc., holding a Series 65 designation and five years of industry experience. His prior work includes roles at Vision Collison and ongoing involvement with the City of Laingsburg as a City Council Member. Outside of finance, he works as a weekend greens mower at Pine Hills Golf Course. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven investment approach focused on ETF strategies, supplemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning, wealth management, and fiduciary services.

Athena Felhandler is a financial advisor with OSAIC Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at several firms including Arbor Point Advisors, Securities America, Financial Engines Advisors, Edelman Financial Services, and Fidelity Investments. Felhandler is also the founder and president of Kronos Wealth Management, LLC, which focuses on life insurance and annuities. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, retirement plans, corporations, and nonprofits. The firm provides a range of services, such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and access to third-party platforms and alternative investments.

William Kuhn is a financial advisor with Oppenheimer in Birmingham, MI, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Fahnestock & Co., Inc. since 1999. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation with various investment vehicles, and acts as a qualified custodian for client assets.

Steven Slaughter is a financial advisor at Hantz Financial Services, Inc. with 11 years of industry experience. He holds a Series 66 designation and has been with Hantz Financial Services since 2014. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven investment approach focused on ETF strategies, supplemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning, portfolio management, and fiduciary services.

Bryce Barteck is a financial advisor at Hantz Financial Services, Inc. with seven years of industry experience. He holds the ChFC® designation and Series 66 registration. Prior to joining Hantz Group in 2017, he worked at Eastern Michigan University from 2013 to 2020. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and offers a range of financial planning, portfolio management, and fiduciary services.

Brandon Matthews is a financial advisor at Hantz Financial Services, Inc. based in Canton, MI, holding a Series 66 designation with six years of industry experience. His prior work history includes roles at Level One Bank and Albion College. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate and retirement plan sponsors through a multi-advisor platform, offering diversified, ETF-centered model portfolios alongside financial planning, wealth management, and other affiliated financial services.

Joseph Zuccaro is a Series 65-licensed financial advisor at Corient with 13 years of industry experience. He has worked at Corient since 2022 and previously was with R.H. Bluestein & Co LLC for 11 years. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that incorporates in-house strategies and third-party managers, along with risk management tools and specialized offerings such as family office and trustee services.

John Hantz is a CFP® professional with 40 years of industry experience, currently serving at Hantz Financial Services, Inc. since 1998 and JRH Financial Services since 2001. He holds leadership roles as president, CEO, and majority shareholder in several non-investment-related entities, including Hantz Group, Inc., and serves on the board of Photon Insights, a start-up analytic company. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors with financial planning, portfolio and wealth management, and fiduciary retirement-plan services. The firm employs a model-driven ETF investment approach supplemented by separately managed accounts, unified managed account solutions, and access to alternative investments, supported by affiliated entities such as a state-chartered trust bank and in-house consulting services.

Muriel Harris is a financial advisor with Eagle Strategies (NY Life) based in Southfield, MI, holding Series 63 and Series 66 licenses and having 15 years of industry experience. She has worked at Eagle Strategies since 2024 and previously at JP Morgan Securities LLC and JPMorgan Chase Bank. Outside of advising, Harris has worked as an Uber driver since 2016. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives and manages the vast majority of assets on a non-discretionary basis.

Michael Hagenian is a financial advisor with Citizens Securities, Inc. in Livonia, MI. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, including 21 years with Citizens Securities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Clarence Davis is a Series 66-licensed financial advisor with Bankers Life Advisory Services, Inc., bringing one year of industry experience. Prior to his current role, he held positions at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., and has experience in various non-financial roles including at DoorDash and retail employers. He also serves as a unit field trainer, recruiting and training insurance agents. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in portfolio management.

Loren Del Monico is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Hantz Financial Services in 2020, he worked in construction and manufacturing roles. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and offers a broad range of financial planning, wealth management, and fiduciary services.

Robert Stone is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He has previously worked at Telemus Capital LLC and Kovitz Investment Group Partners, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing a combination of fundamental and quantitative analysis, multiple asset classes, and third-party managers within an extensive advisory platform.

Meghan Koths is a financial advisor at Hantz Financial Services, Inc. with 12 years of industry experience. She holds the Series 66 designation and has been with Hantz Financial Services since 2013. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, portfolio and wealth management, and fiduciary services. The firm’s investment approach includes model-driven ETF strategies, separately managed accounts, and access to alternative investments, supported by a parent company structure with affiliated banking, tax, and consulting services.

Richard Coates is a financial advisor with Valic Financial Advisors in Novi, MI, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Valic Financial Advisors since 1999 and is also an agent for non-securities insurance products with Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with approximately $26.4 billion in discretionary assets.

Tyler Inthisone is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and two years of industry experience. His prior roles include work at hemming& Wealth Management and TBA Credit Union. Outside of his advisory work, he is an agent for AGIA, selling non-securities insurance products. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform, supported by a large network of advisors and technology-driven solutions.

Kyle Bowerson is a financial advisor with Hantz Financial Services, Inc. He holds the Series 66 designation and has one year of industry experience. His prior work includes a role at DVNN Boats and various positions in education and retail. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm emphasizes diversified, ETF-centered model portfolios and offers a range of services including financial planning, wealth management, retirement plan consulting, and mortgage brokerage.

Laura Treanor is a financial advisor at Oppenheimer with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Raymond James & Associates, The Huntington Investment Company, J.P. Morgan Securities, and Grow Green LLC. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, mutual funds, ETFs, and fixed-income and equity strategies tailored to client objectives.